Osaic Holdings’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Osaic Holdings’s Portfolio AMZY Stock Details AMZY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.6K	Sell	3,500 -651	-16%	-$7.82K	﹤0.01%	5405
2025 Q4	$55.1K	Buy	4,151 +3,151	+315%	+$43.8K	﹤0.01%	5164
2025 Q3	$15.2K	Hold	1,000	–	–	﹤0.01%	6111
2025 Q2	$16.3K	Hold	1,000	–	–	﹤0.01%	5857
2025 Q1	$16K	Buy	+1,000	New	+$18.2K	﹤0.01%	5509

Other funds holding AMZY

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stirlingshire Investments New York $114M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCG

Capital CS Group Irvine, California $48.6M AUM 11.64% 1-Year Est. Return

Osaic Holdings's AMZY Position: Q1 2026 in Review

Osaic Holdings reduced its YieldMax AMZN Option Income Strategy ETF (AMZY) stake by 16% in Q1 2026, selling an estimated $7.82K and leaving 3,500 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5405.

Osaic Holdings first reported a position in AMZY in Q1 2025 and has held it in 5 quarters since. The position peaked at $55.1K in Q4 2025. 33 funds tracked by Wall St. Rank hold AMZY as of Q1 2026.

Osaic Holdings held 3,500 shares of YieldMax AMZN Option Income Strategy ETF worth $38.6K as of Q1 2026.
Osaic Holdings sold 651 YieldMax AMZN Option Income Strategy ETF shares in Q1 2026, an estimated $7.82K.
YieldMax AMZN Option Income Strategy ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5405 holding.
Osaic Holdings first reported a position in YieldMax AMZN Option Income Strategy ETF in Q1 2025 and has held it in 5 quarters since.
Osaic Holdings's YieldMax AMZN Option Income Strategy ETF position peaked at $55.1K in Q4 2025.
33 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.